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Apricot Targeted Learnings Catalog
Apricot Targeted Learnings Catalog
Updated over 4 months ago

View the below list of our 15-minute targeted learning webinars. These webinars each address a specific process or need within Apricot and aim to equip you with the knowledge to effectively complete these tasks in your software.

To view available recordings of these webinars or sign up for upcoming live webinars, visit our Training page on the Bonterra website.

Title

Course Description

Audience

Duration

Replacing Fields in Forms

Review how to replace existing fields when re-designing your forms.

Apricot Administrators

15 min

Building Reports to Pull Record IDs for Import

Learn how to build a report that identifies Record IDs for a smooth and accurate data import.

Apricot Administrators

15 min

Importing Data into New Fields

Learn how to import data from an original field to a new field within your form.

Apricot Administrators

15 min

Best Practices when Replacing Fields in Forms

Review best practices and considerations when moving data to a new field in your form.

Apricot Administrators

15 min

Searching For Records and Record Access

Learn tips and tricks for effectively searching records and troubleshooting record access.

All Users

15 min

Using Limits in Reporting

Covers adding limits to your reports with relevant use cases.

Apricot Administrators

15 min

Adding Filters to Limits

Walks through adding filters to the limits within your reports to refine results.

Apricot Administrators

15 min

Using Aliases in Reporting

Reviews aliases and how to meaningfully use them in reporting.

Apricot Administrators

15 min

Adding Filters to Aliases

Understand how filters work with aliases in your reports.

Apricot Administrators

15 min

Building Your Intake Form

Learn to utilize Intake Forms to encourage seamless self-referrals to your agency.

Apricot Administrators

15 min

Building Reports to Locate Intake Records

Learn to build a report that identifies new records created through your Intake form.

Apricot Administrators

15 min

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